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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Cresset Asset Management, LLC

location

San Francisco, CA

0 Disclosures

ADVISOR BIO

Christopher Chase is a financial advisor with Cresset Asset Management, LLC. Christopher has been working in the financial industry for over 20 years. He is a registered Investment Advisor Representative in California, Connecticut, Florida, New Hampshire, New Jersey, and Texas. Christopher holds Series 3, 7, and 66 licenses. He is a licensed financial advisor who has experience working for numerous financial institutions, including J.P. Morgan Securities LLC, First Republic Securities Company, LLC, and Credit Suisse Securities (USA) LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES, BOOKKEEPING, FINANCIAL REPORTING, CLERICAL ASSISTANCE IN OTHER FINANCIAL MATTERS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

SANTA CLARA, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Villegas is a financial advisor at J.P. Morgan Securities LLC located in SANTA CLARA, CA. Christopher has been in the financial services industry for over a year. Christopher holds a Series 63, Series 6TO, and SIE license and is registered with the state of California. Christopher's specializations include retirement planning, education planning, investment planning, and estate planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Commonwealth Financial Network

location

SAN DIEGO, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Andrew Schwartz is a financial advisor currently registered with Commonwealth Financial Network, a firm with over 2,950 registered representatives. Christopher Schwartz is also a Registered Representative with Commonwealth Financial Network. Christopher Schwartz has experience in the industry since 2015, and has offices in San Diego, CA. Christopher Schwartz is also registered as an Investment Advisor Representative in Massachusetts. Christopher Schwartz works with a variety of client types including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, state and municipal government entities, and individuals other than high-net-worth individuals. Commonwealth Financial Network offers a variety of advisory services including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

REDDING, CA

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Eugene Hall is a financial advisor at LPL Financial LLC. Christopher has been in the financial industry since 2016 and holds Series 7 and Series 66 licenses, along with the SIE exam. Christopher specializes in providing investment advice for individuals and businesses. Christopher is registered to offer investment advisory services in 15 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Osaic Wealth, Inc.

location

SAN DIEGEO, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Kemp is a financial advisor with over 12 years of experience in the industry. Christopher is currently registered with Osaic Wealth, Inc. in California and Texas, and holds Series 7, Series 66 and SIE licenses. Christopher has previously worked with FSC Securities Corporation, LPL Financial LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Christopher specializes in providing financial planning, portfolio management, and investment advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Commonwealth Financial Network

location

SAN DIEGO, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Lydon is a financial advisor with Commonwealth Financial Network. Christopher has been in the financial industry since June 2020. He is licensed in 53 states, including California, and holds the Series 66, Series 7TO, and SIE licenses. Christopher's specialties include portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors. He is also registered as an investment advisor representative in California. Christopher's firm, Commonwealth Financial Network, provides financial advice to a wide range of clients, including individuals, businesses, high-net-worth individuals, pension and profit-sharing plans, corporations, and state or municipal government entities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Wedbush Securities Inc.

location

LOS ANGELES, CA

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christopher Henderson is an investment advisor representative with Wedbush Securities Inc. Christopher has been in the industry since 1999, working in the financial services industry with various firms including BANC of AMERICA INVESTMENT SERVICES, INC., BANC ONE SECURITIES CORPORATION, WELLS FARGO BROKERAGE SERVICES, L.L.C., WELLS FARGO SECURITIES INC., VANGUARD MARKETING CORPORATION, and LAWSON FINANCIAL CORPORATION. Christopher holds Series 7, Series 63, Series 65 and SIE licenses. Christopher is currently registered in Arizona, California, New Jersey and New York. In addition to Christopher's current work with Wedbush Securities Inc., Christopher is also President of Henderson Investment Advisors, a DBA for Wedbush Securities business, and Assistant Coach of the Jr. Coyotes hockey team.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Planmember Securities Corp.

location

CARPINTERIA, CA

experience

26 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Christopher Avey is an investment advisor representative, registered with Planmember Securities Corp. and CS Planning Corp.. Christopher has been in the securities industry since 1999. Christopher is currently registered in Idaho and Washington.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVIDES INVESTMENT SUPERVISORY SERVICES
Unclaimed
location

Woodland Hills, CA

experience

36 Years Experience

disclosure

9 Disclosures

ADVISOR BIO

Christopher Butler is an investment advisor representative registered with Morgan Stanley. Christopher Butler is active in the securities industry since November 1988 and has been with Morgan Stanley since January 2010. Christopher Butler has also worked for Wells Fargo Advisors, LLC, Prudential Securities Incorporated, and Dean Witter Reynolds Inc.. Christopher Butler has a total of 36 state registrations and 4 SRO registrations, including 1 FINRA registration. Christopher Butler holds Series 63, Series 7 and Series 31 licenses. Christopher Butler's current employer is Morgan Stanley. The firm's main office is located in Purchase, NY. The firm is a registered investment advisor with the SEC and has approximately $10 billion to $50 billion in assets under management. The firm has approximately 2,405,783 client accounts. Christopher Butler's specializations include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Planmember Securities Corp.

location

SANTA BARBARA, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Brennan Janeway is a financial advisor associated with Planmember Securities Corp., a firm with a presence in Santa Barbara, Carpinteria and Newport Beach, California. Christopher has been a registered representative since 2008, having passed the Series 6, Series 7, and Series 63 exams, and also holds a Series 65 license, having passed the Uniform Investment Adviser Law Examination in 2016. Christopher has been active in the industry since 2007 and has a proven track record of providing a variety of advisory services to individuals, businesses, and retirement plans. Christopher’s firm is focused on a variety of clients and has a strong history of meeting the needs of clients seeking personalized and comprehensive financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVIDES INVESTMENT SUPERVISORY SERVICES

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